Whole House HERS Ratings (and Raters)

Transcription

1 Whole House HERS Ratings (and Raters) Steve Mann, Home Energy Services Res CEA, Non-Res CEPE, HERS Rater CalCERTS QA Rater/Certified Instructor, LEED AP+ Homes Certified Passive House Consultant and Builder

2 Whole House HERS Ratings Overview and Background Whole House Audit/Rating Details Program-specific Applications Energy Upgrade California (EUC) Energy Efficient Mortgages (EEM) Title 24 Performance Modeling 213 Existing + Addition + Alterations (E+A+A) Scope: Low-rise Residential

3 Whole House Ratings & Audits Whole House Home Energy Rating Calibrated comparison of different real estate properties Official rating report CA HERS Index (based on TDV) Whole House Home Energy Audit Analysis/recommendations/efficiency improvements CEC-defined process not tied to Title 24, Part 6 code cycle Requires specially-trained HERS rater: Whole House Rater

4 Purposes Consistent, accurate, and uniform ratings Reasonable estimates of potential utility bill savings Reliable recommendations on cost-effective measures to improve energy efficiency

5 Legislative Sources Home Energy Rating System Regulations CEC CMF Part of Title 2, Part 4 Administrative code: definitions, provider requirements, training content, rater conduct, conflict of interest, registry policies, records retention, QA, software approval process

6 Legislative Sources Home Energy Rating System Technical Manual CEC CMF Report formats, algorithms, modeling rules and assumptions, data inputs Software/registry requirements Calculations are different than Title 24 Part 6

7 Why Should You Care? Energy Upgrade California Calculations (EUC Rater) Energy Efficient Mortgage (EEM) documentation Voluntary Home Energy Audits/Home Energy Ratings Whole House Raters are required to do the visual verifications for 213 Energy Code E+A+A compliance credit/permitting

8 The Participants Homeowners Whole House Energy Raters Program managers/ious (EUC) Financial institutions (EEMs) Energy consultants/building departments (E+A+A) CalCERTS: training/certification, registry, HERS Index reporting Building Performance Contractors (BPCs)

9 Whole House Rater Training HERS Basics (1 day) Hands-on Lab (2 days) Alterations to Existing Homes (Title 24-specific, 1 day) EPA 68 Refrigeration Technician (Type II) certification Newly Constructed Homes (Title 24-specific, 2 days) Compliance Rater Field House Exam (2 hours) Whole House Home Energy Rater (4 days) Whole House Rater Field House Exam (2 hours)

10 Where Are They? There are currently about 275 Whole House Raters in California Look them up by type of rater, city, county, or zip code at

11 Whole House Rater Rules (Title 2) Conflict of interest requirements Independent from providers, contractors Relaxed for BPCs they can make recommended changes Rules of conduct Provide true, accurate, complete information Quality assurance process 1% of the addresses per year Complaint response system/decertification

12 Whole House Rating

13 Whole House Rating Focus comparing properties using a universal metric, HERS Index Collect utility bills 12 months (optional but useful) Site visit is required to verify existing conditions Modeling using approved compliance software EnergyPro 5.x + Res CalCerts module Create XML file for upload to project in CalCerts registry Create official HERS reports from registry Can only be done by Whole House Rater

14 Whole House Rating Site Visit Floor plan sketch w/dimensions Fenestration types, sizes, use Title 24 default values Building assemblies types, square footages, insulation values Appliances types, model #s, age (default efficiencies) Lighting types, location, controls Heating, cooling types, model #s, efficiencies, capacities Water heating type, efficiencies Blower door, duct test (optional)

15 Whole House Rating Modeling Reference house 28 Energy Code Standard Design Includes more than just heating/cooling/dhw Calculations based on TDV kbtu/sf/yr Static evaluation of a building Index of 1 == 28 code built house, lower is more efficient

16 Whole House Rating Reports Rating Certificate property info, EE features, utility consumption, HERS Index Data Summary similar to 28 CF-1R Utility Consumption Analysis kwh, Therms, $ Key piece of information is the HERS Index energy efficiency analysis of home related to 28 CA Energy Code CA HERS Index vs. HERS Index

17 Whole House Rating Certificate

18 The HERS Index

19 The Energy Impact

20 The Energy Consuming Features

21 Whole House Audit

22 Whole House Audit Focus evaluating energy efficiency recommendations Process similar to WHR but rater makes upgrade recommendations that are evaluated by the software Recommendations are rated according to cost effectiveness Loading order envelope, mechanicals, appliances, DHW Reports are very similar to the Whole House Rating Modeling using approved compliance software EnergyPro 5.x + Res CalCerts module

23 Alternatives Analysis Whole House Rater suggests upgrades in specific categories Insulation, windows, HVAC, HERS measures, appliances, lighting, hot water/distribution, renewables, pool pumps Software analyzes utility savings for each measure, individually, or combined Calculates energy efficiency improvement in percentages, HERS Index (if requested), and utility bill reductions Algorithms come from HERS Technical Manual Triggered by changes to Existing components via Calculations tab

24 Identifying Existing Components

25 Sample Trigger

26 Whole House Audit Modeling Baseline 28 Energy Code Standard Design Calculations based on TDV kbtu/sf/yr, $ savings Evaluation of building before and after improvements

27 Whole House Audit Certificate

28 Whole House Audit Recommendations

29 Whole House Audit Recommendations

30 Whole House Audit Savings

31 Energy Upgrade California

32 Energy Upgrade California Focus evaluating energy efficiency recommendations for public utility incentive programs Analysis similar to Whole House Audit + combustion testing Instead of Whole House Audit report, XML file (+ other stuff) is uploaded to Green Energy Compass (PG&E) Modeling must be done by enrolled contractors or EUC-certified raters (Whole House Raters with BPI certification) Modeling using approved compliance software EnergyPro 5.x/6.x + Res Performance module

33 Energy Upgrade California Contractors/raters do test-in, modeling, & recommendations Contractors install the upgrades to qualify for the incentive Testing is required after the work is complete (test-out) Incentive is based on projected energy savings: more % = more $ Alternatives analysis identical to Whole House Audit Basic reports are EnergyPro reports, especially ECON-2 Individual programs may tweak the EnergyPro results

34 Energy Upgrade Recommendations Project Name Project Address Recommended Improvements Roof Insulation DHW Distribution Building Leakage Appliances HVAC System BPCi Field Test House HERS II 131 Bidwell Folsom, CA 9563 Domestic Hot Water Heater Documentation Author Home Energy Services Author Address Description Type = R 49 Cavity Insulation = 49. R-Value Interior Insulation =. R-Value Exterior Insulation =. R-Value DHW Distribution Type = All Pipes Ins Building Leakage = 3. SLA Leakage Rate at 5 Pascals = cfm Indoor Refrigerator = 5 kwh Garage Refrigerator = kwh Dishwasher =.63 EF Name = Carrier 58MVB4-14 CNP 38HD 2 T Type = Split DX Heating = Central Furnace Efficiency =.97 AFUE Cooling = Split Air Conditioner SEER = 13. Name EER = = 11. A O Smith Water Products GPCR-4-2 Type = Gas Fired Volume = 4. gal Efficiency =.64 EF 169 8th Street Berkeley, CA 9471 Annual Savings $211 $25 $232 $179 $238 $266 Est. Cost to Install ECON-2 Savings Site TDV $ 13.2 % 17.5 % $ 17.3 % 19.9 % $ 15.5 % 18.4 % $ 14.2 % 14.6 % $ 2.2 % 19.5 % $ 23.4 % 21.2 % ECON-2 Annual Results Energy Cost Electricity (kwh) Fossil Fuel (therms) End Use Existing Improved Savings Existing Improved Savings Existing Improved Savings Space Heating Space Cooling Fans Pumps Domestic Hot Water Indoor Lighting Outdoor Lighting Appliances/Plug Loads Ancillary Renewables TOTAL $328 $283 $131 $4 $249 $66 $7 $213 $ $ $1,283 $21 $177 $96 $ $184 $65 $7 $279 $ $ $1,17 $118 $16 $36 $4 $65 $1 $ ($65) $ $ $266 2,342 1, ,68 5,677 1, ,199 5, CO2 (lbs/year) Existing Improved Savings Climate Zone: Electricity 3,917 3, Electric Rate: Fossil Fuel 6,588 4,742 1,846 Gas Rate: TOTAL 1,55 8,265 2,24 Floor Area: Type: Average Demand (kw) TDV Energy (kbtu/ft 2 -yr) The estimated operating costs shown in this report are dependent upon many factors. The construction and conservation features of the project clearly are important. Equally important is the thermostat setting. How the thermostat is used, appliance use, and occupant interaction all influence the annual operating cost. The estimates provided in this report are based on typical conditions; your actual usage will vary. EnergyPro by EnergySoft User Number: 7523 SMUD RSG PG&E G1 R Improvements above shown with cumulative savings benefit for combined measures RunCode: T1:8:33 ID: Test House #2 Page 1 of ,253 Single Family

35 ECON-2 Recommendations

36 ECON-2 Utility Analysis

37 Energy Efficient Mortgage

38 Energy Efficiency Mortgage Focus evaluating the energy efficiency of a house to obtain financing to pay for home improvements Modeling/analysis same as Whole House Rating or Audit Reporting requirements depend on lender and program Typically CalCERTS rating reports + special lender forms Must be done by Whole House Rater (HUD) Modeling using approved compliance software EnergyPro 5.x + Res CalCerts module

39 Energy Efficiency Mortgage Typically done before home purchase or when refinancing Analysis identifies cost-effective upgrades, financing pays for them Utility savings weighed off against larger mortgage Escrow holdback to pay for upgrades Work gets done, inspected by Whole House Rater Funds released to pay contractors Over 4 done by CalCERTS Whole House Raters

40 CalCERTS Certificate ID: Date: 3/16/211 CalCERTS Rater Name: CalCERTS Rater ID: Customer Information Name: Address: City / State / Zip: EEM Report Property Details CA Climate Zone: 3 Year Built: 1984 Electric Utility: PG&E E1 Gas Utility: PG&E G1 Square Foot/Floor Area: 96 Conditioned Volume: 768 Front Orientation: 9 Stories: 1 Type: SingleFamily Interest Rate: 5.25% Term: 3 Years Recommended STANDARD Improvements Annual Operating Existing Improved Usage / Costs Usage Cost Usage Cost Gas (therms) $1, $ Electricity (kwh) $1, $1, Total $3, $1, Property Rating Existing HERS Score: 289 HERS Score With Improvements: 133 Percent Improved: 54% Useful Life Annual Savings Lifecycle Savings / Present Value Estimated Cost to Install Roof Insulation 3 $ $3,69.93 $. Windows 3 $ $7, $. Building Leakage 3 $ $2, $. HVAC Duct Leakage 3 $ $3, $. HVAC System 2 $ $3, $. Domestic Hot Water Heater 15 $166.9 $1, $. DISCLAIMER: Annual Savings estimates vary based on features installed and Occupant Behavior. Present Value estimate is based on estimated Useful Life and estimated Annual Savings. Your actual results will vary. HUD Certification: I certify to the best of my knowledge and belief, the information contained in this report is true and accurate and I understand that the information in this report may be used in connection with an application for an Energy Efficient Mortgage to be insured by the Federal Housing Administration of the U.S. Department of Housing and Urban Development. Signature: CalPRO Rating Report Page 1/2

41 EEM Report Summary

42 EEM Report Recommendations

43 213 E+A+A Performance Modeling

44 E+A+A for 213 Compliance Focus standard E+A+A performance modeling for permitting There is currently no prescriptive option if there are HERS verifications Modeling requires approved 213 residential software EnergyPro 6.x/CBECC-res Registry project creation process is similar to any project Modeling can be done by anyone May involve existing conditions verification by Whole House Rater

45 E+A+A Modeling All building components of an E+A+A model are either New, Existing, or Altered Each has a different compliance baseline (Standard Design) New Package A (Table 15.1-A) Existing no affect on compliance margin Altered Standard Design is column two of Table 15.2-B OR column three if HERS verifications are selected by the modeler

46 Identifying Altered Components

47 Table 15.2-B

48 Table 15.2-B Summary No HERS HERS Fenestration.4/.35 Existing OR.4/.35 Heating/cooling Package A Existing Duct insulation Proposed Existing DHW Prescriptive Existing Insulation Mandatory Existing All Others Proposed Existing Duct sealing & roofing no difference

49 E+A+A Modeling Modeler selects which assemblies are HERS verified That only makes sense when Altered component is worse than Standard Design conditions listed in Table 15.2-B You get extra compliance margin The items that must be verified are listed on the CF-1R-PRF-1

50 Selecting HERS Verifications

51 Identifying HERS Verifications

52 Identifying HERS Verifications

53 Identifying HERS Verifications

54 E+A+A Project Registration Project is created like any other registry project Documentation author and designer sign the CF-1R HERS rater verifies existing conditions, completes CF-3R-EXC-2H Registered CF-1R is available after designer and documentation author sign it Registration (i.e., permitting) can t be completed until HERS rater does verifications

55 E+A+A Example 15.2-B lists 15.(a) as Standard Design for roof insulation Mandatory minimum of R-3 Existing roof = R-19, insulate to R-3 Don t select HERS verification, Standard Design = R-3 No compliance credit merely upgrading the roof to mandatory minimum

56 If you select HERS verification, Standard Design = R-19 (existing condition) Compliance credit for the increase from R-19 to R-3 5% on 1 SF roof E+A+A Example

57 E+A+A Timing You can t build an accurate model without knowing the existing conditions Logical/realistic sequence: The HERS rater does their analysis BEFORE the modeling is done Project is created in the registry, model is uploaded Author and designer sign it HERS rater enters the verification results Registration happens and permit documents are submitted

58 Whole House Ratings (and Raters) Thank you!